AAP
DFS

Arax Advisory Partners’s Discover Financial Services DFS Stock Holding History

Arax Advisory Partners’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-489
Closed -$83.5K – 3084
2025
Q1 		$83.5K Buy
489
+57
+13% +$10.4K 0.01% 778
2024
Q4 		$74.8K Buy
432
+3
+0.7% +$492 ﹤0.01% 771
2024
Q3 		$60.2K Buy
429
+38
+10% +$5.11K 0.01% 651
2024
Q2 		$51.1K Buy
391
+288
+280% +$35.9K 0.01% 650
2024
Q1 		$13.5K Hold
103
– – ﹤0.01% 730
2023
Q4 		$11.6K Hold
103
– – ﹤0.01% 742
2023
Q3 		$8.92K Sell
103
-11
-10% -$1.09K ﹤0.01% 746
2023
Q2 		$13.3K Sell
114
-39
-25% -$4.09K ﹤0.01% 659
2023
Q1 		$15.1K Hold
153
– – ﹤0.01% 626
2022
Q4 		$15K Sell
153
-23
-13% -$2.31K ﹤0.01% 596
2022
Q3 		$16K Sell
176
-189
-52% -$19.1K ﹤0.01% 594
2022
Q2 		$35K Buy
365
+168
+85% +$18K 0.01% 476
2022
Q1 		$22K Buy
197
+158
+405% +$18.6K ﹤0.01% 558
2021
Q4 		$5K Hold
39
– – ﹤0.01% 755
2021
Q3 		$5K Hold
39
– – ﹤0.01% 754
2021
Q2 		$5K Buy
+39
New +$4.41K ﹤0.01% 757
2020
Q4 		$4K Hold
39
– – ﹤0.01% 626
2020
Q3 		$2K Sell
39
-78
-67% -$4.08K ﹤0.01% 638
2020
Q2 		$6K Buy
117
+78
+200% +$3.43K ﹤0.01% 579
2020
Q1 		$1K Buy
+39
New +$2.58K ﹤0.01% 643
2018
Q3 		– Sell
-186
Closed -$13K – 643
2018
Q2 		$13K Buy
186
+159
+589% +$11.7K 0.01% 326
2018
Q1 		$1K Buy
+27
New +$2.08K ﹤0.01% 447
2017
Q3 		– Sell
-31
Closed -$2K – 474
2017
Q2 		$2K Hold
31
– – ﹤0.01% 441
2017
Q1 		$2K Hold
31
– – ﹤0.01% 428
2016
Q4 		$2K Buy
+31
New +$1.97K ﹤0.01% 461

Other funds holding DFS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Arax Advisory Partners's DFS Position: Q2 2025 in Review

Arax Advisory Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 489 shares — an estimated $83.5K sold.

Arax Advisory Partners first reported a position in DFS in Q4 2016 and held it in 25 quarters. The position peaked at $83.5K in Q1 2025. 9 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Arax Advisory Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Arax Advisory Partners sold 489 Discover Financial Services shares in Q2 2025, an estimated $83.5K.
  • Arax Advisory Partners first reported a position in Discover Financial Services in Q4 2016 and held it in 25 quarters.
  • Arax Advisory Partners's Discover Financial Services position peaked at $83.5K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Arax Advisory Partners's 13F filing for Q2 2025, filed 12 Aug 2025.